earnings
confidence high
sentiment positive
materiality 0.80
OSI Systems reports record Q1 revenues $344M, raises FY2025 guidance
OSI SYSTEMS INC
2025-Q1 EPS reported
$1.05
revenue$344,007,000
- Record Q1 revenues $344M (+23% YoY); GAAP EPS $1.05, non-GAAP EPS $1.25 (record).
- Security division revenue +36% YoY; backlog $1.8B near-record vs $1.7B in prior quarter.
- Raised FY2025 revenue guidance to $1.67B-$1.695B and non-GAAP EPS to $9.00-$9.30.
- Issued $350M 2.25% convertible notes due 2030; used proceeds to cut revolver and repurchase 531k shares for $80M.
- Acquired a business providing military, space and surveillance solutions (terms undisclosed).